Issues in Plan Terminations


Session Handout

Issues in Plan Terminations February 20, 2013 12:30 PM - 1:45 PM

A number of issues need to be considered in order to terminate a defined benefit pension plan, including:

  • Considerations for developing the plan’s investment strategy, and how this strategy may evolve over time;
  • What are the actuarial funding issues as the plan is prepared for ultimate termination;
  • How the marketplace for purchasing group annuities has evolved in recent years, and what may lie ahead; and
  • Participant communications and other administrative tasks that need to be completed.

During this program, the presenters discuss these and other issues to help attendees gain a deeper understanding of the complex plan termination process.

Session Category
Employee Benefits - PBGC/Plan Termination Issues
EA Non-Core1.50

  • 1 David J. Kershner Buck
  • 2 Erica A. Harper Harper Danesh LLC
  • 3 Steve Keating BCG Pension Risk Consultants | Penbridge
  • 4 Ryan McGlothlin P-Solve